| Relationships | Role | Relationship Start | Relationship End |
| Regions Financial Corporation | Parent | 2/29/2012 | |
| Regions Securities Llc | Subsidary | 1/3/2013 | |
| Blackarch Partners Llc | Subsidary | 10/20/2015 | |
| Regions Investment Management, Inc. | Subsidary | 2/29/2012 | 12/31/2015 |